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Commented by André Will-Laudien on August 11th, 2026 | 07:50 CEST
AI Infrastructure Rally 3.0: Siemens Energy, A.H.T. Syngas, Nordex, and SpaceX in Focus
By 2035, Europe plans to fundamentally transform its electricity mix toward renewables to achieve near-complete climate neutrality and drastically reduce its dependence on fossil fuel imports. This ambitious project requires a perfectly coordinated interplay of massive large-scale infrastructure, smart grid technology, and decentralized energy solutions. Wind power pioneer Nordex SE is driving the rapid expansion of onshore capacity as the technological leader. Infrastructure giant Siemens Energy AG is an indispensable full-service provider, stabilizing fluctuating green power production with state-of-the-art transformers and grid connections and meeting the massive energy demands of AI data centers. To close the remaining gaps in weather-dependent generation, flexible, local backup is becoming increasingly important. Here, the specialist A.H.T. Syngas Technology fills the strategic gap for small and medium-sized enterprises by using compact gasification plants to convert industrial waste streams into clean synthesis gas and cost-effective green hydrogen right where it is generated. With this selection, investors can build a crisis-resistant, CO₂-free power grid of the future. If you are looking for an extra touch of speculative upside, there is always SpaceX—although investors should carefully consider which direction that particular bet is headed.
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Commented by Lars Winter on August 11th, 2026 | 07:45 CEST
Almonty Industries, Deutz, and GFT: Strong Upside Potential Thanks to Tungsten, Defense, and AI
Commodities, defense, and artificial intelligence are among the major stock market themes of our time. Three companies are currently making headlines in these areas. With its new tungsten mine in South Korea, Almonty Industries has evolved from a project developer to a producer. Engine manufacturer Deutz is establishing a second pillar in the defense sector through a multi-billion-euro acquisition. And software specialist GFT is demonstrating for the first time on a large scale that it can generate revenue with its own AI solutions. Three stocks with strong drivers for price growth—but very different risks.
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Commented by Tarik Dede on August 11th, 2026 | 07:40 CEST
Commodity Stocks on the Verge of a Breakout? First Majestic Silver, Globex Mining and B2Gold in Focus
Until recently, markets largely took it for granted that US interest rates would rise this year. But several factors now point in the opposite direction, not least Donald Trump's calls for lower rates. More importantly, the economic data is increasingly arguing against a rate hike, even though inflation remains elevated and above the Federal Reserve's target range. Most recently, it was the weak US jobs data that fueled the markets. Instead of creating new jobs, the US economy is currently seeing employment decline. For precious metals, this provided an additional boost following an already strong start to the week. Investors may therefore want to position themselves early, as the next rally in the sector could already be underway. Today, we take a closer look at First Majestic Silver, Globex Mining and B2Gold.
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Commented by Stefan Bode on August 11th, 2026 | 07:35 CEST
Beneficiaries of Change: The AI Boom, Infrastructure, and the Hunger for Raw Materials — Deutsche Telekom, Power Metallic Mines, Siemens
Global financial markets are being shaped by far-reaching transformations. From the rapid rise of artificial intelligence and the massive expansion of digital networks to the geopolitically driven push to secure critical supply chains, powerful long-term trends are reshaping the investment landscape. Long-term investors and forward-looking market participants are increasingly looking for the companies set to benefit from these megatrends. The following report highlights three compelling stocks from different sectors that are currently impressing with record results, strategic positioning, and fresh buy signals. Discover which companies are laying the foundation for tomorrow's technology-driven economy.
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Commented by Armin Schulz on August 11th, 2026 | 07:30 CEST
Correlation Breakdown, Paper Gold Banned: Positioning for the Next Gold Rally with Newmont, Lahontan Gold, and Agnico Eagle
The latest sharp rise in the price of gold has not only broken technical barriers but also shattered financial market dogma. Normally, gold prices would be expected to decline when US real yields reach new highs. This time, however, both are moving higher in tandem — a sign of waning confidence in monetary policy. Added to this is the fact that paper gold has reportedly been banned in China, potentially increasing demand for physical bullion. This could fuel the next rally in the long term. Against this backdrop, we take a closer look at industry leader Newmont, emerging gold producer Lahontan Gold, and Agnico Eagle.
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Commented by Nico Popp on August 11th, 2026 | 07:25 CEST
Germany in the Crosshairs: Regulations Slow Down Hensoldt and DroneShield – Is Volatus Aerospace Heading for a Boom in Orders?
A threat is increasingly looming over industrial facilities in Germany, keeping European security authorities on edge: drones. While unmanned aerial vehicles could still be dismissed as harmless toys just a few years ago, the targeted surveillance of critical infrastructure using professional drones paints a completely different picture today. In 2023 alone, authorities recorded at least 446 drone sightings over German military sites, while the number of incidents involving critical infrastructure rose to well over 1,000 by the end of 2025, according to the Federal Criminal Police Office. When unmanned systems spy on Bundeswehr facilities unnoticed or collect precise data on gas pipelines, caution is warranted—and this was true even before the incident involving a drone loaded with explosives at Leipzig Airport. We explore potential solutions and highlight exciting companies.
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Commented by Tarik Dede on August 11th, 2026 | 07:20 CEST
Pharma and Biotech Stocks in the Spotlight: Moderna, BioNxt Solutions, and Eli Lilly
Many patents held by the major pharmaceutical giants are set to expire in the coming years. Once that protection is gone, companies face the risk of lost revenue due to copycat drugs, known as generics. Consequently, the stakes are currently very high in the industry. Acquisitions and massive investments in the research pipeline are shaping the landscape. The markets for oncology and weight-loss injections are particularly lucrative. The former is a matter of life and death, while the latter is mostly about appearance and health. At the same time, many countries need to reduce their healthcare costs. Demographic trends and many lifestyle-related diseases are taking their toll on people and health insurance premiums. For investors, this tension presents a wealth of opportunities. We are therefore taking a look today at the stocks of Moderna, BioNxt Solutions, and Eli Lilly.
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Commented by Fabian Lorenz on August 11th, 2026 | 07:15 CEST
Sell Rheinmetall Shares? Over 20% Gains in One Week! Buy Rating for OHB! Bayer Partner MustGrow Begins Re-Rating
Created and Published on Behalf of MustGrow Biologics Corp.
MustGrow Biologics shares climbed more than 20% last week, potentially marking the beginning of a long-awaited re-rating. Analysts believe significantly higher prices are achievable. Revenue is expected to multiply over the coming years, with the company also targeting substantial profitability. MustGrow could also benefit from milestone payments from its partner, Bayer. These potential payments are not included in current analyst estimates, potentially providing additional upside. At Rheinmetall, analysts are lowering their 2028 revenue estimates. Experts also see risks regarding cash flow and margins. As a result, they have downgraded the shares of Germany's largest defence contractor from "Hold" to "Sell." Analysts are considerably more optimistic about OHB. A key element of the investment case is the expectation that the German space-industry hopeful will secure major contracts over the coming months.
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Commented by Armin Schulz on August 11th, 2026 | 07:10 CEST
Hydrogen Stocks in 2026: Nel ASA, dynaCERT, and Plug Power—Three Strategies, but Who Will Win the Race to Profitability?
The hype surrounding hydrogen is over. Now, the only things that matter are operating metrics, margins, and the potential for scaling. The capital markets are increasingly focusing on cash flow and efficiency. Industry pioneers have long fallen short of expectations, but a turnaround is now emerging for some hydrogen companies. Today, we take a look at three companies—Nel ASA, dynaCERT, and Plug Power—each pursuing very different strategies, and assess where they currently stand.
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Commented by Nico Popp on August 11th, 2026 | 07:05 CEST
Why the Greenhouse Gas Methane Threatens Baker Hughes and Shell – and How Zefiro Methane Is Capturing a Billion-Dollar Market
Across the United States, inconspicuous, rusted steel pipes can often be found protruding from the ground away from major roads. Although officially classified as orphaned, these former oil and gas wells represent a significant environmental liability: more than 2 million unplugged wells have been left behind by oil and gas operators over the decades. They continue to release methane, a highly potent greenhouse gas. According to US authorities, these emissions are expected to be addressed as quickly as possible. This is turning a legacy environmental problem into a potentially multi-billion-dollar niche market. In this article, we explain the background and take a closer look at Zefiro Methane, a potential beneficiary of this emerging market.
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